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2014 BRITISH COLUMBIA TAX CONFERENCE

 


September 29-30, 2014  
Vancouver Convention Centre 
1055 Canada Place

 
              
Online registrations are now closed. please register onsite at the conference.

Renew your acquaintances, create new alliances with other tax professionals and government officials, and benefit from great networking opportunities.
Program
Monday, September 29, 2014
7:00 am -
8:00 am
Registration & Breakfast
8:00 am -
8:15 am

Opening Remarks

Moderator: Soraya Jamal, Blake, Cassels & Graydon LLP, Vancouver
8:15 am -
9:15 am
Current Issues Forum
 
A review of recent legislative and administrative developments in federal and provincial tax law.

TJ Kang, McCarthy Tétrault LLP, Vancouver
Elise Rees, FCA, CPA, Ernst & Young LLP, Vancouver  

9:15 am -
10:15 am
Current Cases

A review of recent decisions from the Tax Court, the Federal Court of Appeal, and the Supreme Court that affect owner-managed businesses and private companies.  


Randy Morphy
, Borden Ladner Gervais LLP, Vancouver
Michael Shields, CA, PricewaterhouseCoopers LLP, Vancouver
10:15 am -
10:25 am
Questions
10:25 am -
10:45 am
Refreshment Break
Moderator:  Amanjit (Am) Lidder, MNP LLP, Surrey
10:45 am -
11:25 am
Key Provisions of the New Wills, Estates and Succession Act and an Update on the Family Law Act Provisions Relating to Trusts
           

This session will cover the key changes that WESA brings about to our laws particularly as it relates to drafting.  With respect to family law issues, the session will focus on the recent amendments to the legislation to help address the concerns about interests in trusts.


Kirsten Jenkins, Bull, Housser & Tupper LLP, Vancouver

11:25 am -
12:05 pm
Reporting on Foreign Assets and Income - T1135, section 94.1, and FAPI

A review of the 2013 contentious aspects of  T-1135 transitional rules and the rules applicable to the preparation of the T-1135 form for 2014 and beyond. Using case studies, this session will:

  • illustrate the application of section 94.1 in various circumstances,
  • review examples of commonly overlooked circumstances where private corporation and individuals can earn FAPI, and
  • discuss the penalties for the failure to file information.

Bruce Ball, FCPA, FCA, BDO Canada LLP, Toronto
Jerry Mahnger, PricewaterhouseCoopers LLP, Vancouver

12:05 pm -
12:15 pm
Questions 
12:15 pm -
2:15 pm

Prospering in a Slow Growth World

Luncheon speaker: 
Jock Finlayson, Business Council of British Columbia

Moderator: Michael Welters, Bull, Housser & Tupper, Vancouver
2:15 pm -
2:55 pm

Issues Arising in the Sale of a Business

This session will cover current issues in this area including Daishowa, Transalta, contingent amounts, and eligible capital expenditures.


Simon Chen, CA, KPMG LLP, Burnaby
Ryan Hoag, KPMG LLP, Burnaby

2:55 pm -
3:35 pm

An Update on the New BC PST Legislation: What You Need to Know

An update on the new features of BC PST legislation, including a discussion of commonly used reorganization exemptions.


Alexander Coombes, Dentons Canada LLP, Vancouver
Jordan Goss, BC Ministry of Finance, Consumer Taxation Branch, Victoria

3:35 pm -
3:45 pm
Questions
3:45 pm -
4:05 pm

Refreshment Break

Moderator: Helena Plecko, Davis LLP, Vancouver
4:05 pm -
5:05 pm

Death of a Taxpayer: Post-Mortem Planning

An update on various aspects of pre and post mortem planning for death, including implications of the changes to the taxation of testamentary trusts; a review of common post mortem planning strategies to avoid double taxation; probate and probate planning; and other planning. 

Pam Prior, CPA, CA, TEP, KPMG LLP, Burnaby
Nicholas Smith, Legacy Tax + Trust Lawyers
, Vancouver


5:05 pm -
5:15 pm
Questions
5:15 pm -
8:00 pm    

Reception

 

Tuesday, September 30, 2014
7:15 am -
8:15 am
Registration & Breakfast
Moderator:  Marie-Claire Dy, Dentons Canada LLP, Vancouver
8:15 am -
9:15 am
“Alligators under Rocks” – A Review of Common Mistakes and Errors Made by Tax Professionals

This session will include a review of various sections of the Income Tax Act that are commonly overlooked or misapplied. 


Kate McLean, Lawyers Insurance Fund, Vancouver
John Ormiston, CA, TEP,  Deloitte LLP, Vancouver  
   

9:15 am -
10:00 am
Fixing Mistakes

Rectification & rescission are becoming commonly used legal remedies to fix transactions that have unintended tax results. This session will provide advisers to private business with practical examples showing where this technique can be used to fix unintended tax consequences.


Terry Gill, Gill Tax Law, Vancouver

10:00 am -
10:15 am
Questions
10:15 am -
10:35 am
Refreshment Break
Moderator: Byron Smith, CPA, CA, Grant Thornton LLP, Victoria
10:35 am -
11:20 am
Update and Review of the Related, Affiliated, and Associated Rules: Overlaps, Differences, and Their Significance

The rules that determine whether taxpayers are related, affiliated, or associated are important for determining the application of a complex array of tax rules and the availability of significant tax concessions. This session will review, compare, and contrast the rules and provide an update on changes in their interpretation and application.  

Stephanie Daniels, Farris Vaughan Wills & Murphy LLP, Vancouver
Ron Dueck, Farris Vaughan Wills & Murphy LLP, Vancouver
   
11:20 am -
12:00 pm
Penalties and Reassessments Beyond the Statutory Limits

There appears to be a trend for the CRA to assess more penalties and to reassess after the statutory reassessment period has expired. This session will consider how to deal with gross negligence penalties and other penalties (some arising from fraudulent tax schemes) and countering the CRA’s approach to extending reassessment periods.


J. Andre Rachert, Dwyer Tax Lawyers, Victoria

12:00 pm - 
12:15 pm
 Questions
12:15 pm -
1:30 pm
Lunch

Moderator: Bill Macaulay, Smythe Ratcliffe LLP, Vancouver
1:30 pm - 
2:10 pm
Surplus Stripping - What's Acceptable, What's Not, and What Should Be?

Through case studies, this session will examine different surplus-stripping techniques and discuss the techniques that should be acceptable and those that are likely to attract the CRA's attention. 


David Baxter, Thorsteinssons LLP, Vancouver
Alexander Demner, Thorsteinssons LLP, Vancouver

2:10 pm -
2:50 pm
Owner-Manager Remuneration

This session will examine the impact of changes to corporate and personal tax rates and the dividend taxation regime on owner-manager remuneration, including integration and retirement planning strategies for the owner-manager, and other pertinent changes in legislation and administrative practices.


Don Carson, CPA, CA, MNP LLP, Markham
Brandon Hodge, MNP LLP, Markham

2:50 pm -
3:00 pm
Questions

3:00 pm -
3:20 pm
Refreshment Break

3:20 pm -
4:20 pm

Tax Administration Panel, Including a Discussion on Settlement of Disputes

A panel of representatives from the CRA offices in British Columbia and Ottawa will provide updates on recent interpretive, administrative, and compliance developments relevant to small and medium-sized businesses, including a discussion of the proposal to register taxpayers.        


Susan Betts, CPA, CMA, Director General, Small and Medium Enterprises Directorate, Compliance Programs Branch, Canada Revenue Agency, Ottawa
John Asher, CA, Appeals, Canada Revenue Agency, Vancouver
Salma Bhaloo, CPA, CGA, Assistant Director, Income Tax Audit, Canada Revenue Agency, Vancouver
Donald Smetheram, CA, Smetheram & Company, Tax & Business Law, Vancouver
Hugh Woolley, CA, Lewis & Company Chartered Accountants, Vancouver

4:20 pm -
4:30 pm
Questions
4:30 pm Adjournment

 

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